QUALCOMM Incorporated (QCOM) Competitors & Peers
The 5 largest companies in the same industry as QUALCOMM Incorporated, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Peer | $219.46 | P/E 27.7RSI 52Cap 5.29 T |
| TSM | Supplier | $430.26 | P/E 32.1RSI 56Cap 2.24 T |
| AVGO | Peer | $354.98 | P/E 45.6RSI 46Cap 1.71 T |
| MU | Peer | $988.48 | P/E 22.4RSI 56Cap 1.12 T |
| AMD | Peer | $543.70 | P/E 133.5RSI 59Cap 856.6 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- GFSCustomer
Qualcomm is a primary customer of GlobalFoundries, with long-term supply agreements for RF-SOI wafers extending through 2028.
Confirmed — SEC filing / public disclosuresec.gov ↗ - AAPLCustomer
Apple is a major customer of Qualcomm, accounting for 10% or more of consolidated revenues in FY2024.
Confirmed — SEC filing / public disclosuresec.gov ↗ - SAMSUNGCustomer
Samsung is a major customer of Qualcomm, accounting for 10% or more of consolidated revenues in FY2024.
Confirmed — SEC filing / public disclosuresec.gov ↗ - TSMManufacturer
TSMC is Qualcomm's primary wafer foundry fabricating Snapdragon processors.
Confirmed — SEC filing / public disclosuresec.gov ↗ - AAPLSupplier
Qualcomm supplies discrete 5G baseband modem-RF systems to Apple under supply and licensing agreements.
Confirmed — SEC filing / public disclosuresec.gov ↗ - AMKRManufacturer
Amkor packages Qualcomm Snapdragon mobile/auto SoCs.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- AAPLSupplier
Qualcomm supplies modem (5G) + RF transceivers for iPhone (transition to in-house modem accelerating but Qualcomm remains primary supplier into 2027).
Model-inferred, unverified — treat as a lead, not evidence - ARMLicensor
Qualcomm licenses Arm's architectural IP and core designs to produce its Snapdragon processors for mobile, automotive, and PC applications.
Model-inferred, unverified — treat as a lead, not evidence - ASXCustomer
ASE packages Snapdragon mobile processor platforms for Qualcomm.
Model-inferred, unverified — treat as a lead, not evidence - TSMSupplier
TSMC fabricates Qualcomm Snapdragon flagship SoCs.
Model-inferred, unverified — treat as a lead, not evidence - FSupplier
Qualcomm supplies high-performance automotive-grade processors and Snapdragon Digital Chassis platforms that power Ford's digital instrumentation, digital cockpits, and connectivity systems.
Model-inferred, unverified — treat as a lead, not evidence - MSFTSupplier
Qualcomm Snapdragon X powers Microsoft Surface AI PC line.
Model-inferred, unverified — treat as a lead, not evidence - GFSSupplier
GF supplies RF/SOI wafers for Qualcomm.
Model-inferred, unverified — treat as a lead, not evidence - 1810.HKSupplier
Qualcomm Snapdragon flagship in Xiaomi smartphones.
Model-inferred, unverified — treat as a lead, not evidence - ARMCustomer
Qualcomm licenses Arm Cortex architecture cores for Snapdragon processor platforms.
Model-inferred, unverified — treat as a lead, not evidence - BMW.DESupplier
Qualcomm Snapdragon Digital Chassis in BMW iDrive.
Model-inferred, unverified — treat as a lead, not evidence - HPQSupplier
Qualcomm Snapdragon X Elite/Plus powers HP OmniBook AI PC line.
Model-inferred, unverified — treat as a lead, not evidence - MBG.DESupplier
Qualcomm Snapdragon Digital Chassis in Mercedes MB.OS.
Model-inferred, unverified — treat as a lead, not evidence - SOITECSupplier
Soitec RF-SOI substrates used in Qualcomm RF modules.
Model-inferred, unverified — treat as a lead, not evidence - TMUSSupplier
Qualcomm 5G chipsets across T-Mobile device portfolio.
Model-inferred, unverified — treat as a lead, not evidence - UMCCustomer
Qualcomm sources power management (PMIC) and transceiver chips fabricated on UMC's mature planar nodes.
Model-inferred, unverified — treat as a lead, not evidence - VCSupplier
Qualcomm supplies Snapdragon Cockpit platform chips used in Visteon domain controllers.
Model-inferred, unverified — treat as a lead, not evidence - GMSupplier
Qualcomm Snapdragon Digital Chassis powers next-gen GM infotainment.
Model-inferred, unverified — treat as a lead, not evidence - 6981.TSupplier
Murata RF modules co-packaged with Qualcomm RFFE silicon for premium-tier smartphones.
Model-inferred, unverified — treat as a lead, not evidence - HMCSupplier
Qualcomm Snapdragon Cockpit in Honda + Sony Honda Afeela.
Model-inferred, unverified — treat as a lead, not evidence - FSupplier
Qualcomm Snapdragon Digital Chassis powers Ford SDV strategy.
Model-inferred, unverified — treat as a lead, not evidence - RIVNSupplier
Rivian-VW JV will leverage Qualcomm Digital Chassis platform.
Model-inferred, unverified — treat as a lead, not evidence - SIFIVECompetitor
Competes in RISC-V processor IP licensing against Qualcomm's Hexagon DSP.
Model-inferred, unverified — treat as a lead, not evidence